You want to win new engagements. What's the best strategy? #1 Referral Expert, Top-selling author and 2024 CEPA Member of the Year Mike Garrison gives away his secret sauce for winning engagements and building a thriving advisory business. See Mike live at the Growth-Drive Summit: Mike is presenting a workshop at the Growth-Drive 2024 Summit. After participating in this workshop you'll have specific tips you can apply immediately for expanding your reach and impact by developing strategic COIs. Learn the hows and whys in this terrific conversation with Mike, https://strategicreferralteam.com/
PS: Interested in the Summit? You're in good company - this event is filling fast. Current discounted registration ends July 31, and the room block is almost booked - please register today.
Key Takeaways
- Engaging with Centers of Influence (COIs) is crucial for building a successful referral-based business.
- The traditional approach of expecting COIs to betray their existing relationships and give you their clients is ineffective.
- To be successful in referrals, you need to have a strategic and reciprocal approach.
- Collaboration and building mutually beneficial relationships with COIs is key to generating high-quality referrals.
- Mitigating distractions and fear in client decision-making is essential for business advisors.
- Reading 'Essentialism' by Greg McKeown can help advisors understand the importance of focusing on what is truly essential. Building relationships and leveraging referrals are crucial for business development.
- Being interesting and valuable to potential clients is important even when not selling a product or service.
- Referrals are highly effective in getting meetings with high-value prospects.
- Understanding the specific marketing system being used is essential for success.
- Being a net giver and helping others without expecting anything in return can lead to positive outcomes.